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Bright Horizons (BFAM) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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Bright Horizons Family Solutions (BFAM - Free Report) reported $841.47 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 4.8%. EPS of $1.80 for the same period compares to $1.57 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $842.02 million, representing a surprise of -0.07%. The company delivered an EPS surprise of +2.86%, with the consensus EPS estimate being $1.75.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Bright Horizons performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Number of Centers EOP (education and child care): 979 million versus the two-analyst average estimate of 984 million.
  • Revenue- Full service center-based child care: $521.97 million versus the two-analyst average estimate of $518.93 million. The reported number represents a year-over-year change of +1.3%.
  • Revenue- Educational advisory and other services: $33.13 million versus the two-analyst average estimate of $34.61 million. The reported number represents a year-over-year change of -2.4%.
  • Revenue- Back-up care: $286.36 million compared to the $288.84 million average estimate based on two analysts. The reported number represents a change of +13% year over year.
  • Adjusted income from operations- Full service center-based child care: $19.23 million versus the two-analyst average estimate of $18.22 million.
  • Adjusted income from operations- Educational advisory and other services: $9.76 million versus the two-analyst average estimate of $8.61 million.
  • Adjusted income from operations- Back-up care: $101.23 million versus the two-analyst average estimate of $103.62 million.

View all Key Company Metrics for Bright Horizons here>>>

Shares of Bright Horizons have returned +8.7% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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